See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,288 | $80,717-78.6% | $154,803-88.8% | $84,808-79.6% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 35.93% | 37.96%-2.0pp | 58.88%-22.9pp | 40.90%-5.0pp |
| Employer contribution / active EE | $9,050 | $2,761+227.8% | $4,305+110.2% | $2,631+244.0% |
| Participant deferral / active EE | $11,122 | $3,303+236.7% | $5,540+100.7% | $4,212+164.1% |
| Admin fee / account holder | $2,122 | $6,746-68.5% | $14,329-85.2% | $7,344-71.1% |